To make the most out of goals in Pear Suite, here are a few things to keep in mind:

• Use domains to keep goals organized. For example, all housing-related goals can go under the “Housing” domain.
• Break the goal down into clear, actionable steps using the action items section. This makes it easier to follow up and check progress.
• Update statuses regularly, especially when the member makes progress or the situation changes.
• Use goal templates for common support types, so your team doesn’t have to start from scratch every time.

If you’d like help setting up goal templates for your team or workflows that apply goals automatically, your Customer Success Manager can support you.